Blog Posts for Tag: Customization

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Microsoft CRM V3 was released in East Asia, namely in Japan and People’s Republic of China (PRC) in May this year. However, the product availability date in these markets may vary. In this blog, I would talk about the East Asia release and the features and functionalities that were added to this release in order...Read more

When searching for information within CRM users often need to retrieve small pieces of information like a phone number or address. One solution is to place this commonly retrieved information in the view columns – however this can lead to inconsistency and clutter (horizontal scrolling of views in most applications is rarely considered optimal). Records in CRM...Read more

Relationships are a powerful concept in CRM letting users easily relate relevant records to each other. For example an Account may have related leads, cases, activities, opportunities, contacts etc… Relationships also define cascading behavior of related records when their parent record is shared, re-assigned, re-parented, deleted or merged with another record. For example if an...Read more

I’ve a short blog for you to consider today. The winner of the first annual CRM Sandbox coding contest have been announced in my blog and on the Sandbox site. This was an interesting experiment to see if we could get the CRM community interested in submitting some solutions because of this contest. And it...Read more

Hello everyone, This is my first blog posting on this site, but many of you have probably been following my other blogs: Invoke Systems (Current), MSN, and MSDN). The short version of the story is that I was a lead application developer on a .COM called “iCommunicate” that was a hosted Service Management web-based application...Read more

Normally customization of CRM is conducted by two Security Roles: the System Administrator and System Customizer. Typically these Security Roles have privileges to perform all customization tasks. CRM allows for customizations to safely take place in production systems. Many administrators of CRM systems have delegated some basic customization tasks to other users. Here is a...Read more

This post is a follow on to my post on removing the chrome from a document library view. http://blogs.msdn.com/crm/archive/2006/06/20/639918.aspx When using web part pages as a dashboard with-in the CRM window frame may want to remove the SharePoint navigation and title bar. Below are the steps I use to trim the chrome on Windows...Read more

Did anyone catch that short-lived show ‘Keen Eddie’? The main character’s trademark line was “Hi. I’m Eddie. How do you like me so far?” Our grand CRM Team blog adventure has been up and running for a month. How do you like us so far? Give us props or a scolding in the Comments...Read more

Many people often forget to set the Customization Prefix when they customize CRM. When you create new entities and attributes CRM automatically creates tables and columns for you in its SQL Server database. It adds the Prefix to the names of those tables and attributes. CRM’s Web Services and underlying platform also uses these ‘schema...Read more

I’m very passionate about Sales Force Automation (SFA) and I’m also a big fan of the Microsoft CRM Leads functionality. Recently I’ve noticed some misunderstandings (both inside and outside Microsoft) surrounding this core SFA feature. Hopefully this post will dispel some of the mystery surround this cool feature. The CRM Lead entity is a...Read more

I frequently encounter ‘Power Customizers’ who are unaware of a very basic customization feature: Add Find Columns. Each CRM entity has two special views: Quick Find and Lookup. The Quick Find view is the view displayed after an user invokes a Quick Find Search: The Lookup view is the view displayed in...Read more

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Today, we’re hosting the first-ever fully digital Microsoft Business Applications Summit. Just six weeks ago, the community expected we would be together this week in Dallas, Texas. Now, of course, we are looking forward to connecting with you virtually. In these past weeks, every business has shifted focus to adjusting to new and unexpected challenges, and doing so at lightning speed. Our team has mobilized efforts to help organizations stay connected to...Read more

Today marks the official start of the 2020 release wave 1, kicking off the deployment of new applications and hundreds of new capabilities and updates across Microsoft Dynamics 365 and Microsoft Power Platform. This release lands at an unprecedented time for business and society. We are providing support and resources for organizations on the frontlines...Read more

The decade’s first global health crisis has placed the spotlight on the need for healthcare technology that can prevent and solve the world’s critical health challenges. This last week, Microsoft shared progress on innovations helping to meet these objectives. Today, we’re spotlighting intelligent health and business solutions from Microsoft Business Applications that empower health providers...Read more

Today we’re unveiling new and enhanced artificial intelligence (AI) capabilities across Dynamics 365 applications, as well as a new solution to help project-centric services organizations transform their operations. Joining more than 400 new and updated features in the 2020 wave 1 release, these new capabilities expand a fast-growing set of applications powered by AI-driven insights, and further propel our vision to empower every organization...Read more

Retailers experienced more change in the last decade than nearly any other industry, a trend that is not likely to slow as we enter 2020. The only certainty in the new decade is the need for technologies that help retailers stay nimble, relevant, and anticipate customer needs and shopping preferences. As my colleague Shelley Bransten,...Read more